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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
| KS | RA | APPROVED | 2018-05-30 |
Branch Locations
Gainesville, TX • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 08/2015 | 03/2018 |
| Triad Advisors Llc | Norcross | GA | 05/2018 | 08/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2018 | Present |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | 10/2024 |
RENTAL PROPERTY; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; OWNER; LANDLORD; 10/2025; 1 HR/MO DEVOTED; 0 DURNIG TRADING; RENTING HOME TO A TENANT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-16 |
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